Investment Committee

Pauline Sheedy (Trustee)
Chair
U.S. Trust Bank of America
Paula is a Senior Vice President at U.S. Trust Bank of America.  Prior to that, she was a managing director at Barclays Wealth Management. Paula has also served as a Senior Portfolio Manager in the Wealth Management Division of US Trust managing $1.2 billion for high net worth individuals, corporate executives, business owners and entrepreneurs.  Paula started her career at The Boston Company in 1977.  She held various positions with the company, leaving in 1988 as a Vice President.  She joined State Street Bank and Trust Company in 1988.  In 2003, United State Trust Company acquired the Personal Asset Management Division from State Street.  Paula graduated Magna Cum Laude from Boston College in 1983 with a BS in Business Administration and With Distinction from Babson College in 1990 with a Master of Business Administration.

John Brooke
Brooke Private Equity Advisors
John Brooke, of Hamilton, is Managing Director of Brooke Private Equity Advisors in Boston.  John’s career in investments began at the opening of Advent International, in sourcing and analytics, growth equity and leveraged buyouts, covering multiple industry sectors and specializing in Asia. His work in fund raising, fund oversight and management then helped establish the Tucker Anthony Private Equity Group (Park Street Capital) as a leading private equity fund-of-funds management serving institutions and families.  John established BPEA in 2003, and its predecessor fund, the Brooke Family Limited Partnership, in 1995.  He is responsible for the overall management of the firm. John is a Trustee of Middlesex School and a member of ECCF’s Investment Committee.

Becky Linhart
Sharp & Linhart Financial Stategies
Becky Linhart has been in the financial field since 1988. She focuses on retirement income planning, financial planning and wealth management. She earned a C.S.S. from Harvard University and a B.S. in psychology from Roanoke College. 

Patricia (Trish) Roach
U.S. Trust (retired)
Trish Roach retired from US Trust in 2005 after a distinguished investment career that spanned 36 years. Trish started her career at the Boston Safe Deposit and Trust Company as an investment professional. In 1975 Trish joined State Street Bank and Trust Company. In 2003, US Trust acquired the Personal Asset Management Division of State Street Bank. At the end of her career, Trish managed $850 million of assets for individuals, institutions and foundations. She served on the Investment Strategy Committee that reviewed and developed investment strategy and policy.

Binkley Shorts
Wellington Management Company (retired)
Bink Shorts was Senior Vice President, Partner, and Equity Portfolio Manager of Wellington Management Company, Boston. An advocate of small company investing, he is an active public speaker and author. Mr. Shorts obtained his B.A. degree in Economics from Pomona College, and served as a U.S. Army Officer in Vietnam. He also holds a M.B.A. degree from the Harvard University Graduate School of Business Administration. Mr. Shorts serves on the Board of Directors for The Boston Foundation and he was a founding member of the Boston Foundation’s Planned Giving Advisory Committee. He is the Immediate Past Chairman of the North Shore United Way, and serves on the Boards of the Hamilton-Wenham Open Land Trust, as well as the New England Council of the Wildlife Conservation Society.

Richard Sumberg (trustee)
The Financial Advisors (retired)
Founder and Principal 1985-2007 The Financial Advisors, Comprehensive Financial Planning and Investment Management Firm . Dick also active in community, including Current member and Past President Merrimack Valley Estate Planning Council, Current member and former Executive Board Member Yankee Clipper Council, Boy Scouts of America , Current VP, Past President of Board Family Service, Inc. Past Finance Chair and Member of the Board of Trustees Malden Catholic High School. Dick graduated from Boston College with a BSBA and Suffolk University with an MBA .

Charles P. von Bruns (trustee)
BancNorth Investment Group
Chuck vonBruns, a resident of Salem, is an investment representative and financial planner who works for BancNorth Investment Group.  An early participant in ECCF, he has brought financial expertise from his 12 years as the Controller at Schafer Corp., a high tech consulting firm working primarily with the Defense Dept. on cutting edge laser and optical technologies.  Prior to his employment with Schafer he worked as a CPA in the Private Business Group at Peat, Marwick Mitchell.  He is a native of Vermont who holds a B. A. in Philosophy from Marlboro College and a M. S. in Accounting from Northeastern University. Chuck serves as ECCF Corporate Treasurer and chairs the Audit Committee.